YORW vs. SPY
Compare and contrast key facts about The York Water Company (YORW) and SPDR S&P 500 ETF (SPY).
SPY is a passively managed fund by State Street that tracks the performance of the S&P 500 Index. It was launched on Jan 22, 1993.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: YORW or SPY.
Correlation
The correlation between YORW and SPY is 0.26, which is considered to be low. This implies their price changes are not closely related. A low correlation is generally favorable for portfolio diversification, as it helps to reduce overall risk by spreading it across multiple assets with different performance patterns.
Performance
YORW vs. SPY - Performance Comparison
Key characteristics
YORW:
-0.69
SPY:
2.03
YORW:
-0.87
SPY:
2.71
YORW:
0.90
SPY:
1.38
YORW:
-0.37
SPY:
3.09
YORW:
-1.56
SPY:
12.94
YORW:
9.17%
SPY:
2.01%
YORW:
20.87%
SPY:
12.78%
YORW:
-46.68%
SPY:
-55.19%
YORW:
-37.97%
SPY:
-2.14%
Returns By Period
In the year-to-date period, YORW achieves a -5.72% return, which is significantly lower than SPY's 1.14% return. Over the past 10 years, YORW has underperformed SPY with an annualized return of 4.61%, while SPY has yielded a comparatively higher 13.38% annualized return.
YORW
-5.72%
-10.81%
-24.09%
-13.10%
-6.69%
4.61%
SPY
1.14%
-1.98%
7.12%
26.42%
14.07%
13.38%
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Risk-Adjusted Performance
YORW vs. SPY — Risk-Adjusted Performance Rank
YORW
SPY
YORW vs. SPY - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for The York Water Company (YORW) and SPDR S&P 500 ETF (SPY). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
YORW vs. SPY - Dividend Comparison
YORW's dividend yield for the trailing twelve months is around 2.76%, more than SPY's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
YORW The York Water Company | 2.76% | 2.60% | 2.12% | 1.75% | 1.52% | 1.56% | 1.52% | 2.10% | 1.91% | 1.64% | 2.42% | 2.49% |
SPY SPDR S&P 500 ETF | 1.19% | 1.21% | 1.40% | 1.65% | 1.20% | 1.52% | 1.75% | 2.04% | 1.80% | 2.03% | 2.06% | 1.87% |
Drawdowns
YORW vs. SPY - Drawdown Comparison
The maximum YORW drawdown since its inception was -46.68%, smaller than the maximum SPY drawdown of -55.19%. Use the drawdown chart below to compare losses from any high point for YORW and SPY. For additional features, visit the drawdowns tool.
Volatility
YORW vs. SPY - Volatility Comparison
The York Water Company (YORW) has a higher volatility of 5.81% compared to SPDR S&P 500 ETF (SPY) at 5.01%. This indicates that YORW's price experiences larger fluctuations and is considered to be riskier than SPY based on this measure. The chart below showcases a comparison of their rolling one-month volatility.